Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2018-2021
- Financial Consultant Partner, Charles Schwab, 2017-2018
- Financial Service Professional, Charles Schwab, 2015-2017
- Wealth Management Intern, UBS, 2014-2014
Education
- Bachelor of Science, Business Administration, University of South Carolina